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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,893 | $99,644-93.1% | $86,438-92.0% | $134,532-94.9% |
| Participation rate | 95.0% | 82.1%+12.9pp | 80.3%+14.7pp | 81.2%+13.8pp |
| Annual return | -21.13% | 6787.26%-6808.4pp | 4397.19%-4418.3pp | 418.27%-439.4pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,798 | $7,247-47.6% | $6,952-45.4% | $6,401-40.7% |
| Admin fee / account holder | $133 | $8,375-98.4% | $6,733-98.0% | $11,429-98.8% |